Summit Financial Group of Indiana
“Knowing Jon's dedication and drive, I wouldn't hesitate to recommend anyone to Summit Financial Group of Indiana who is looking for financial planning services.”
Best Financial Advisors in Lafayette, IN
12 firms listed · 11 in Lafayette · 6 rated 4.5+
Data verified October 19, 2026
Elements Wealth Management
“He is honest, trustworthy, and a genuinely nice person.”
Madren Financial - Invst
Turquoise Wealth Management
“Staff take great care of their clients and treats them like family.”
Financial Partners Group
Bluesafe Financial
“We transferred our investments to Blue Safe a few years ago and have been absolutely thrilled.”
The 12 firms listed for Lafayette, IN provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Lafayette, IN
Of the 12 firms we list here, 11 are in Lafayette itself and 1 comes from Stockwell (9 mi). 7 of the firms on this page have a rating, from 4.2 to 5.0 across 22 reviews; 6 are rated 4.5 or higher. Domain records put 9 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 1 offers a free initial consultation. We have a website on file for all 12 of the firms on this page; 10 publish a contact page; 6 list a public email and 1 takes bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Lafayette listed here?
11 of the 12 firms are located in Lafayette. The others come from other towns within 10 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Stifel
Lafayette Wealth Management Group - David Sharp
Security Federal Savings Bank Investment Division
Cornerstone Financial
The Schamber Group
Linc Financial Group
Why these companies made our list
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